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Jensen Huang: Firebird to deploy 250 MW of NVIDIA AI infrastructure in Armenia/Kazakhstan over next 12 months
“Over the next 12 months, Firebird plans to bring 250 MW of NVIDIA AI infrastructure across Armenia and Kazakhstan.”
Why it matters
A specific 250 MW commitment with a 12-month timeline is a concrete incremental demand datapoint for NVIDIA GPUs and data center power buildout in an emerging region.
Investment implication
Modest bullish datapoint for NVIDIA (NVDA) GPU demand; also supports neutron-9-style regional AI factory buildout thesis and power/data center infrastructure names. Size is small relative to global capex, so it's a Watch rather than a thesis change.